Carson Waddell is a Series 66-licensed financial advisor with LPL Financial, based in Brevard, NC, where he has worked since 2021. He has five years of industry experience and previously worked at Ty Hendrix Investment Management and held roles at Brevard College and the University of Tennessee at Chattanooga. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, providing advisory and brokerage services through a large network of investment adviser representatives.

Kyle Mc Donald is a financial advisor with LPL Financial in Brevard, NC. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Executive Planners NC, Workout Anytime, and Red Wolf Tours. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gary Brown is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1982, including a concurrent role at Bank of America since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laurel Glass is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to align their financial decisions with their goals and priorities, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, and individual and corporate investment strategy. Prior to her current role, Laurel held leadership positions in the financial services industry, including serving as Chief Compliance Officer for an institutional bond firm. Her background in client service, compliance, and risk management shapes her client-focused approach, which emphasizes trust, transparency, careful planning, and steady partnership through important financial decisions and transitions. Laurel holds a Bachelor's Degree from the Claremont Consortium of Colleges. She is a Personal Investment Advisor (PIA) and remains actively connected to her community through involvement with Fruitland Baptist Church and Safelight Inc. Outside of her professional work, she enjoys fishing, hiking, scuba diving, spending time with her family, and traveling.